Resume
Jocelyn Edwards
Warner Robins, GA. 31093
*********@*****.***
Objective:
Successfully accommodate clients as a Financial Planner using fixed products. Benefit counselor for over
5 years, top producer of cross sales. Previous sales included but not limited to new home sales, condo
conversations, sale price points of $278,000.00 to 1.2 million. Moved to beautiful GA.to be close to
family.
Experience:
Assurant
Open Enrollment Counselor December 2014 - December 2014
Provide via open enrollment health options for current employees for fortune 500 companies.
My ability’s to cross sell other products put me in the top 3 percent via a call center. Open Enrollment all
responsibilities were the same as below except face to face not a call center environment. Once again I
was among the top 5 percent in cross selling noncore products.
Univers
Open Enrollment Counselor: November 2013 – December -2014
Responsible for enrolling employees of different company’s there health, dental, vision products.
This was done in a call center environment. My key role was to provide the benefits of the product they
selected. Cross selling of other products such as but not limited to life insurance, disability insurance. I
was among the top 3% in the call center.
Kennedy Wilson
New Home Sales Manager: July 2009 – November 2014
Luxury High Rise Homes Sales: 30 units sold, price points $287,000.00 to 1.2 million. Year to date during
my management term, an additional 26 reservations for phase two. As the sales manager of 80 unit
luxury high rise my responsible was but not limited to creating and implementing marketing plan for the
developer monthly. Tracking the foot traffic generated via excel spread sheets, detailed daily of foot traffic
feedback of the project from Brokers and buyers.
Submission of many offers for same lot. Liaison between all third parties, seller, buyers, and staff for
HGTV auction in Glendale, California venders, related to the transaction. I enjoyed providing marketing
materials to board members, MLS, nonprofit corporations, business owners in the downtown Los Angele
area on my days off in order to obtain buyers. Analyze buyer’s financial qualifications, debt to income
ratios, review income documentation for the builder’s lender of choice, and obtain home owners
insurance binders for the buyer if needed. Complete loan documents and disclosures for compliance by
using mortgage software. Complete the entire transaction from previewing with the buyer the building,
negotiation of the purchase contracts completion, open escrow, order title, monitor the loan process and
appraisal, assist the buyer’s execution of the loan documents forward to the lender for funding.
Performed walk through with the buyer and seller. Provide a written request of repairs in behalf of the
buyer to the building engineer to complete expeditiously prior to escrow closing.
Real-Estate Temps Staffing Company
Sales Agent, June 2009 - July 2009 (Kennedy Wilson recruited me from Real-Estate Temps staffing
company due to outstanding work performance)
Responsible for on-site sales for different builders.
Prepare the new home site for grand openings and auctions.
Document foot traffic and report the results to marketing department via excel.
Opening and closing of new model homes daily.
Greet and escort prospective home buyers, Brokers through the homes, lots, and blue prints of the
subdivision. Analyzes financial qualifications debt to income ratios, review income documentation for the
builder’s lender of choice. Provided insurance binders, title reports for the buyer. Complete loan
documents and real-estate disclosures for compliance by using mortgage software, market the product
and closes transactions. Order CC&R’s, review for accuracy.
Explain (sell) the features and benefits of buying a home built by the builder of record.
Marketing to real estate offices (generally on days off) to distribute information and specials that the
builder may have, solicit the Realtor community for future business.
Closes transactions and prepares contracts with home buyers.
Roq M. Financial Inc.
Sales Agent, January 1992 – February 2015
Responsible for the management of commercial and residential loans, project management, Long term
Insurance Investments, Real Estate sales:
Pre-qualify borrower, form business relationships.
Prepare apartment building to be sold as condominiums.
Marketing, equity share programs class for first time home buyers.
The liaison between lenders, agents, borrowers, escrow, title companies on a daily bases.
Purchase properties for 501-C3 non-profit organizations, down payment assistance for first time home
buyers. Feasibility Studies, home buyers Seminars, Internet Marketing provided daily.
Sale of listings (list property for sale, lease), Cold calling (media), 1031-Exchange.
Train new agents, loan officers, Broker assistants.
Education:
University of Advanced Research
Real Estate Finance
Real Estate Law
Real Estate Brokerage
Real Estate Contract Law
Agency
Escrow
Appraisal
Taxation 1031
Strip Mall (sale and leasing)
Fair Housing, fair lending
Real Estate Principles
Syndication
Licenses:
California Real Estate Broker
California Life & Health (Accident, Fixed Annuities)